Financial Planning

Financial Planning

How Financial Planning works ?

Financial Planning includes a range of professional services to manage an individual's and company's securities, stocks, bonds, Fixed Deposits, commodity and real estate. The planning is done in accordance with a specific investment goal and investment profile and takes into consideration the level of risk, diversification, period of investment and maturity (i.e. when the returns are needed or desired) that the investor seeks.

In cases of sophisticated financial planning, services may include research, financial analysis, asset valuation, monitoring and reporting ROI.

The fee for financial planning services can vary widely depending on portfolio size of individuals/companies. In terms of structure, fees may include monthly fee or yearly. At FSC we provide following services.

1. Portfolio Diversification.
2. Goal based Investment advice.
3 Correct allocation and reallocation from time to time.